The Future of Investment: Alesco Advisors LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

When it comes to managing one's investment portfolio, keeping a close eye on where your assets are located and how those investments are performing can be critical. Alesco Advisors LLC recently released its Q3 2022 vs. Q4 2022 13F Holdings Comparison, detailing the changes in holdings of its fund. While the data reflects the company's own financial situation, the insights generated can be significant in providing investors with a glimpse of how certain asset classes and sectors are performing. In this blog post, we'll go through some of the key takeaways from the report.

Overall Summary

The report indicated that Alesco Advisors LLC's holdings decreased by 1.7% from Q3 2022 to Q4 2022. However, the total value of holdings increased by 2.6%, with the total value of holdings at the end of Q4 2022 standing at $4.2 billion.

Sector Performance

The report demonstrates that the Financial and Consumer Discretionary sectors showed the most significant growth in holdings. The Financial sector increased by 5.6%, with the holdings value going up from $678 million to $717 million. On the other hand, Consumer Discretionary grew by 3.8%, from $496 million to $515 million. However, other sectors observed a decline in holdings. Most notably, the Energy sector saw a 7.3% decrease in holdings value from $480 million to $445 million.

Top Increases & Decreases in Holdings

Amongst the companies with the most substantial increase in holdings value is Vanguard Intl Equity Index F holding. The number of shares held increased from 416,028 to 617,654, with a change percentage of 58.6%. At the same time, TIP holding underwent the most significant decrease in shares, with a change percentage of -64.3%.

The Future of Investment

The comparison of Alesco Advisors LLC's Q3 2022 and Q4 2022 investments demonstrated both growth and declines in different sectors. The results highlight the value of analyzing market trends and staying up-to-date with changes in investment holdings. It can help investors make informed investment decisions based on current performance data. As we head into the future, tracking holdings and monitoring changes in performance will become essential in this ever-changing global economic environment. Alesco Advisors LLC's 13F Holdings Comparison is just one example of how data can provide meaningful insights into financial markets. With the right data and analytical tools, investors can make informed choices about where to invest their money. In conclusion, the report highlights the importance of regularly analyzing holdings, staying up-to-date with market trends, and remain mindful of economic changes as they happen. By doing so, investors can protect their investment portfolios by diversifying assets and steering clear of risks.